Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding TA Lifegoal Ret w/BlackRck Ret Pooled Seperate Accounts in their Schedule of Assets, totaling $1.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TRUE NORTH HUMAN CAPITAL, LLC TRUE NORTH HUMAN CAPITAL RETIREMENT SAVINGS PLAN | LAKE SUCCESS NY | 638 | $26.4M | $1.4M |
